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Disclosery

WPC WP CAREY INC

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REIT (common), issuer CIK 1025378

761 managers (784 13F filers) reported a position in WPC shares at 2024-12-31, 150,562,784 shares in all. 57 filers opened a position and 109 filers sold out during the quarter.

Managers
761
13F filers
784
New
57
Added
272
Reduced
289
Sold out
109
Shares held by filers
150,562,784

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HANTZ FINANCIAL SERVICES, INC.46,530$2.54M0.04%-1,95713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Corient Private Wealth LPin group Corient Private Wealth LP45,901$2.5M<0.01%-12,11513F-HRTimelineGroup
Sanctuary Advisors, LLC44,618$2.48M0.02%+9,03613F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD45,204$2.46M0.01%-6,61613F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND44,584$2.43M0.04%+33013F-HRTimeline
HighTower Advisors, LLC44,381$2.42M<0.01%+19313F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding43,790$2.39M-11,293Timeline
Verition Fund Management LLC43,642$2.38M0.01%new13F-HRTimeline
Holocene Advisors, LP43,462$2.37M0.01%-35,96613F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD43,400$2.36M0.08%013F-HRTimeline
Mubadala Investment Co PJSC43,389$2.36M0.01%new13F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS42,493$2.32M0.01%+1,85013F-HRTimelineGroup
BRITISH COLUMBIA INVESTMENT MANAGEMENT …41,900$2.28M0.01%+5,39413F-HRTimeline
Rodgers Brothers Inc.41,750$2.27M0.3%new13F-HRTimeline
TD Asset Management Inc41,621$2.27M<0.01%+7,77413F-HRTimeline
OSTRUM ASSET MANAGEMENT38,864$2.12M0.18%+4,39813F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC38,692$2.11M0.01%new13F-HRTimelineGroup
WOLVERINE TRADING, LLC38,133$2.08M0.05%+16,01513F-HRTimeline
XPONANCE LLC37,709$2.05M0.02%+3,07713F-HRTimeline
XML Financial, LLC36,463$1.99M0.18%+1,64613F-HRTimeline
INCEPTIONR LLC36,449$1.99M0.44%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/35,927$1.96M<0.01%+2,77013F-HRTimelineGroup
Utah Retirement Systems35,876$1.95M0.02%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC35,644$1.94M0.25%new13F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC35,150$1.91M0.02%+1,45013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP35,139$1.91M<0.01%+3,35513F-HRTimelineGroup
Weaver Consulting Group34,777$1.89M0.58%-7013F-HRTimeline
Tredje AP-fonden33,977$1.85M0.02%013F-HRTimeline
Pathway Financial Advisers, LLC33,860$1.84M0.62%-49213F-HRTimeline
Investmark Advisory Group LLC32,965$1.8M0.88%-1,46013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\32,764$1.78M<0.01%+2,49913F-HRTimelineGroup
BridgePort Financial Solutions, LLC27,522$1.77M0.8%13F-HRTimeline
Presima Securities ULC32,300$1.76M0.43%-1,00013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …32,148$1.75M0.05%-2,20813F-HRTimelineGroup
SG Americas Securities, LLC32,007$1.74M0.01%-124,36613F-HRTimeline
Swedbank ABin group Swedbank AB31,959$1.74M<0.01%013F-HRTimelineGroup
FIL Ltdin group FIL Ltd31,727$1.73M<0.01%+30,43813F-HRTimelineGroup
Police & Firemen's Retirement System of…31,307$1.71M0.02%13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding31,040$1.69M-7,988Timeline
Arkadios Wealth Advisors30,391$1.66M0.09%+11,47813F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC30,083$1.65M0.23%-4,09613F-HRTimeline
Gradient Capital Advisors, LLC29,812$1.62M0.52%-1,63013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.29,769$1.62M0.19%-79313F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding29,643$1.61M-2,477Timeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK29,414$1.6M<0.01%+1,86313F-HR/ATimelineGroup
Campbell & CO Investment Adviser LLC29,394$1.6M0.12%+4,36913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp28,368$1.55M0.01%-8713F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding28,164$1.53M+5,401Timeline
Metis Global Partners, LLC28,059$1.53M0.05%+1,92813F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC27,955$1.52M<0.01%-7,49913F-HR/ATimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson27,585$1.5M<0.01%+15,60013F-HRTimelineGroup
EXCALIBUR MANAGEMENT CORP27,548$1.5M0.6%-4,66213F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.27,494$1.5M<0.01%+2,80113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC26,674$1.5M<0.01%+1,76313F-HRTimelineGroup
Royal Fund Management, LLC27,180$1.48M0.16%+3,98813F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC27,163$1.48M0.53%013F-HRTimeline
Richard P Slaughter Associates Inc26,849$1.46M0.33%-1,60813F-HRTimeline
Hilltop Partners LLC26,610$1.45M0.49%-5413F-HRTimeline
Fiduciary Alliance LLC26,034$1.42M0.14%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC26,025$1.42M<0.01%+67313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…25,237$1.37M<0.01%-3,57213F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC24,645$1.34M0.02%-9,61513F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…24,247$1.32M0.07%+57013F-HRTimelineGroup
Cornerstone Wealth Management, LLC24,037$1.31M0.09%+1,10413F-HRTimeline
1832 Asset Management L.P.23,881$1.3M<0.01%+18213F-HRTimeline
TFG Advisers LLC22,641$1.23M0.44%-51613F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC22,056$1.2M0.44%-2913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp22,007$1.2M0.04%-2,69313F-HRTimelineGroup
BLAIR WILLIAM & CO/IL21,638$1.18M<0.01%-1,53713F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding21,619$1.18M-6,590Timeline
AlphaQuest LLC21,467$1.17M0.16%-87,28113F-HRTimeline
Moors & Cabot, Inc.21,340$1.16M0.06%-6,25013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…21,284$1.16M0.02%-1,12013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC21,124$1.15M0.01%-109,25313F-HRTimelineGroup
Belpointe Asset Management LLC18,943$1.14M0.07%-2,06513F-HRTimeline
Bahl & Gaynor LLC20,709$1.13M0.01%-4,15913F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…20,336$1.11M<0.01%-78013F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH20,200$1.1M0.01%013F-HRTimelineGroup
Elo Mutual Pension Insurance Co20,144$1.1M0.02%+70713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC19,779$1.08M<0.01%-1,05213F-HRTimelineGroup
OSSIAM19,354$1.05M0.02%+4,34313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS19,342$1.05M<0.01%-19513F-HRTimeline
Mutual Advisors, LLC18,893$1.05M0.03%-7,53413F-HRTimeline
&PARTNERS19,047$1.04M0.01%+8,27713F-HRTimeline
MACKENZIE FINANCIAL CORP19,024$1.04M<0.01%+7,35213F-HR/ATimeline
Sabal Trust CO18,922$1.03M0.06%new13F-HRTimeline
Meixler Investment Management, Ltd.18,485$1.01M0.75%new13F-HRTimeline
Mediolanum International Funds Ltd18,478$1.01M0.01%+76813F-HRTimeline
Nicholas Hoffman & Company, LLC.18,317$998K0.04%+4,44213F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Horan Capital Advisors, LLC.18,254$994K0.33%-3,96213F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P17,884$974K0.02%new13F-HRTimeline
CWM, LLCin group CWM, LLC17,742$967K<0.01%+12113F-HRTimelineGroup
Summit Financial, LLC17,457$966K0.03%-52313F-HRTimeline
Integrated Wealth Concepts LLC17,681$963K0.01%-4,37313F-HRTimeline
Arete Wealth Advisors, LLC17,428$945K0.07%-67613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC17,174$936K0.09%+1213F-HRTimeline
Geneos Wealth Management Inc.17,127$933K0.03%-19713F-HRTimeline
HBK Sorce Advisory LLC16,978$925K0.03%+10013F-HRTimeline
Gulf International Bank (UK) Ltd16,675$908K0.02%-46213F-HRTimeline
Carnegie Lake Advisors LLC16,565$902K0.36%+53513F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC16,544$901K0.03%-47313F-HRTimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …16,335$888K<0.01%+1,58713F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC16,172$881K<0.01%-57,53713F-HRTimelineGroup
Naviter Wealth, LLC15,834$877K0.11%-6,48713F-HRTimeline
Wealthstar Advisors, LLC15,840$863K0.37%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…15,738$857K<0.01%-4,88513F-HRTimelineGroup
DoubleLine ETF Adviser LP15,714$856K0.23%+7413F-HRTimeline
HB Wealth Management, LLC15,266$832K0.01%+2,73213F-HRTimeline
Consolidated Portfolio Review Corp15,152$825K0.13%new13F-HRTimeline
Crossmark Global Holdings, Inc.15,079$821K0.01%-213F-HRTimeline
VISTA INVESTMENT MANAGEMENT15,044$820K0.31%+15813F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…14,954$813K0.01%+9,41213F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP14,921$813K0.06%+6,57813F-HRTimeline
LRI Investments, LLC14,911$812K0.08%-4,60313F-HRTimeline
Texas Yale Capital Corp.14,611$796K0.03%+513F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…14,483$789K0.03%013F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA14,085$767K<0.01%-1,67213F-HR/ATimelineGroup
RB Capital Management, LLC14,063$766K0.18%-1,73313F-HRTimeline
MAI Capital Management14,000$763K0.01%+5,26313F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)13,600$741K0.01%-9,00013F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC13,422$731K0.01%+2,32313F-HRTimeline
Atria Investments, Inc13,412$731K0.01%-47413F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC13,398$730K<0.01%+1,59013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…13,392$730K0.01%+39213F-HRTimelineGroup
Founders Financial Alliance, LLC13,327$726K0.2%-2,27513F-HRTimeline
Perigon Wealth Management, LLC13,026$723K0.02%-90213F-HRTimeline
HOWE & RUSLING INC13,218$720K0.06%+1,33213F-HRTimeline
Steward Partners Investment Advisory, L…12,866$701K0.01%+97913F-HRTimeline
Sterling Capital Management LLC12,843$700K0.01%+4,44213F-HRTimeline
EP Wealth Advisors, LLC12,637$688K0.01%+4,08813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,550$684K0.01%+2,29713F-HRTimelineGroup
PFG Investments, LLC12,412$676K0.04%+4,34613F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC12,330$672K0.26%-39113F-HRTimeline
Samalin Investment Counsel, LLC12,297$670K0.29%-87813F-HRTimeline
C2C Wealth Management, LLC12,263$668K0.62%+50013F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC12,243$667K0.07%+1,01613F-HRTimeline
WCG Wealth Advisors LLC12,168$663K0.04%-4,62913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,126$661K0.01%-8,97913F-HRTimelineGroup
LIBERTY SQUARE WEALTH PARTNERS LLC11,099$651K0.24%13F-HRTimeline
Wealthspire Advisors, LLC11,917$649K0.01%+33913F-HRTimeline
Cooper Financial Group11,905$649K0.08%+27613F-HRTimeline
Adams Wealth Management11,675$635K0.12%+2,93013F-HRTimeline
CacheTech Inc.11,675$635K0.12%+2,93013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,658$635K0.01%+1,09113F-HRTimelineGroup
Maryland State Retirement & Pension Sys…11,568$630K0.01%-81013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,531$628K0.02%+29313F-HRTimelineGroup
Aurora Private Wealth, Inc.11,454$624K0.47%-19213F-HRTimeline
Arax Advisory Partners11,278$614K0.04%-3,48213F-HRTimeline
Legacy Capital Wealth Partners, LLC11,264$614K0.15%+2,15513F-HRTimeline
Advisory Services Network, LLC11,226$612K0.01%-72913F-HRTimeline
Diligent Investors, LLC11,063$603K0.14%+7413F-HRTimeline
Obermeyer Wealth Partners11,048$602K0.03%+16713F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP11,036$601K0.24%new13F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…10,955$597K0.01%new13F-HRTimelineGroup
DUDLEY CAPITAL MANAGEMENT, LLC10,800$588K0.3%+3,40013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,701$583K0.01%+313F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…10,000$570K<0.01%013F-HRTimeline
Global Retirement Partners, LLC10,404$567K0.02%-49513F-HRTimeline
First National Bank of Mount Dora, Trus…10,400$567K0.13%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC10,375$565K0.03%new13F-HRTimelineGroup
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co10,360$564K0.02%-34513F-HRTimelineGroup
Independent Advisor Alliance10,337$563K0.01%+1,38113F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG10,279$560K0.01%013F-HRTimelineGroup
ProShare Advisors LLC10,239$558K<0.01%-8,84113F-HRTimeline
Accel Wealth Management10,190$555K0.21%+14013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding10,176$554K-3,527Timeline
WealthPlan Investment Management, LLC9,911$540K0.05%+1,16513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9,860$537K<0.01%-15313F-HRTimelineGroup
Waverly Advisors, LLC9,846$536K0.01%-1,55713F-HRTimeline
DIVERSIFIED TRUST CO9,799$534K0.01%new13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.9,787$533K0.31%+9213F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The9,761$532K0.01%-22813F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC9,661$526K0.04%+5,19113F-HRTimeline
Pinnacle Financial Partners Inc9,650$526K0.01%-1,40013F-HRTimeline
First National Trust Co9,628$525K0.02%013F-HRTimeline
E. Ohman J:or Asset Management AB9,600$523K0.01%-1,30013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC9,473$515K<0.01%-2,62013F-HRTimelineGroup
WealthPLAN Partners, LLC9,292$506K0.07%-3,74213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,267$505K0.02%+26413F-HRTimeline
Armstrong, Fleming & Moore, Inc9,254$504K0.31%-43,56913F-HRTimeline
Cambria Investment Management, L.P.9,226$503K0.03%+2,41413F-HRTimeline
Curi Capital, LLC9,218$502K0.01%-3,87113F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY9,200$501K0.1%-1,00013F-HRTimeline
OMERS ADMINISTRATION Corp9,130$497K<0.01%+1,54813F-HRTimeline
Old Port Advisors8,940$487K0.14%-39813F-HRTimeline
CIBC Asset Management Inc8,814$480K<0.01%+1,06613F-HRTimeline
Capital Investment Advisory Services, L…8,698$474K0.05%+25913F-HRTimeline
Clear Creek Financial Management, LLC8,647$471K0.05%-25813F-HRTimeline
Axis Wealth Partners, LLC8,597$468K0.39%13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,462$461K<0.01%-89113F-HRTimelineGroup
Archer Investment Corp8,348$455K0.12%013F-HRTimeline
Impact Partnership Wealth, LLC8,299$452K0.09%+28913F-HRTimeline
SHELTON CAPITAL MANAGEMENT8,260$450K0.01%-39113F-HRTimeline
NewEdge Advisors, LLC8,196$447K<0.01%+48513F-HRTimeline
Hudson Portfolio Management LLC8,167$445K0.44%-1,56513F-HRTimeline
Ethic Inc.8,108$442K0.01%-5,10013F-HRTimeline
Intrua Financial, LLC8,057$439K0.07%+1,63913F-HRTimeline
Focus Financial Network, Inc.7,995$436K0.02%-5213F-HRTimeline
Eldridge Investment Advisors, Inc.7,963$434K0.1%-40013F-HRTimeline
Campbell Wealth Management7,856$428K0.04%+1,78313F-HRTimeline